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Disclosery

West Family Investments, Inc.: HD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of West Family Investments, Inc. on HD, newest first. How the timeline and the estimate are built.

West Family Investments, Inc. held 3,490 HD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,490 shares
    Change vs previous 13F +1,298 shares

    0.36% of the 13F portfolio, value $1,230,853.

    13F-HR 0001568303-26-000007 filed by West Family Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,192 shares
    Change vs previous 13F -384 shares

    0.25% of the 13F portfolio, value $720,927.

    13F-HR 0001568303-26-000005 filed by West Family Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,576 shares
    Change vs previous 13F -1,304 shares

    0.21% of the 13F portfolio, value $886,402.

    13F-HR 0001568303-26-000004 filed by West Family Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 3,880 shares
    Change vs previous 13F +250 shares

    0.35% of the 13F portfolio, value $1,572,137.

    13F-HR 0001568303-25-000008 filed by West Family Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,630 shares
    Change vs previous 13F +1,438 shares

    0.35% of the 13F portfolio, value $1,330,903.

    13F-HR 0001568303-25-000007 filed by West Family Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,192 shares
    Change vs previous 13F -572 shares

    0.3% of the 13F portfolio, value $803,346.

    13F-HR 0001568303-25-000005 filed by West Family Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,764 shares
    Change vs previous 13F +77 shares

    0.37% of the 13F portfolio, value $1,075,168.

    13F-HR 0001568303-25-000002 filed by West Family Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,687 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,088,772.

    13F-HR 0001568303-24-000008 filed by West Family Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).